Secured Retirement Advisors, LLC — Q3 2025 13F Holdings

Name: Secured Retirement Advisors, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002012356

Total reported value

$194.9M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	STXF	Strive 500 ETF	ETF-Other	5.22%	+0.02%	-8.17%
2	NVDA	Nvidia CORP	Stock-Tech	4.09%	—	+0.50%
3	MSFT	Microsoft CORP	Stock-Tech	4.08%	—	-0.12%
4	AAPL	Apple INC	Stock-Tech	3.52%	+0.11%	+1.59%
5	BOND	Pimco Active Bond Exchange-t	ETF-Other	3.00%	—	-4.20%
6	GLW	Corning INC	Stock-Tech	2.46%	-1.81%	-15.20%
7	AMZN	Amazon.com INC	Stock-Consumer Disc	2.05%	—	-1.08%
8	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.95%	-0.66%	-5.36%
9	ED	Consolidated Edison INC	Stock-Utilities	1.80%	-2.12%	EXIT
10	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	1.64%	—	-2.40%
11	CL	Colgate-palmolive Co	Stock-Consumer Staples	1.55%	-1.76%	EXIT
12	AVGO	Broadcom INC	Stock-Tech	1.54%	—	+10.83%
13	META	Meta Platforms Inc-class A	Stock-Comm Services	1.45%	+1.09%	-22.03%
14	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.42%	—	-0.54%
15	JPM	Jpmorgan Chase & Co	Stock-Financials	1.40%	—	+5.19%
16	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.40%	+0.75%	+9.86%
17	ITW	Illinois Tool Works	Stock-Industrials	1.39%	-1.52%	EXIT
18	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	1.31%	—	+0.89%
19	ORCL	Oracle CORP	Stock-Tech	1.27%	—	-3.33%
20	IBM	Intl Business Machines CORP	Stock-Tech	1.26%	-0.68%	-0.26%
21	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.21%	—	-6.97%
22	BNY	Bank Of New York Mellon CORP	Stock-Financials	1.17%	-0.57%	+13.22%
23	MRK	Merck & Co. INC.	Stock-Healthcare	1.14%	-1.31%	+94.27%
24	MA	Mastercard INC - A	Stock-Financials	1.13%	—	-23.84%
25	XOM	Exxon Mobil CORP	Stock-Energy	1.12%	-1.81%	EXIT
26	BSV	Vanguard Short-term Bond ETF	ETF-Other	1.04%	—	-9.35%
27	CAT	Caterpillar INC	Stock-Industrials	1.01%	+0.96%	-5.22%
28	QCOM	Qualcomm INC	Stock-Tech	1.00%	+0.33%	-1.02%
29	WMT	Walmart INC	Stock-Consumer Staples	0.98%	-0.56%	+8.07%
30	V	Visa Inc-class A Shares	Stock-Financials	0.93%	+0.53%	+4.14%
31	SDVY	First Trust Smid Cap Rising	ETF-Other	0.92%	—	-4.71%
32	C	Citigroup INC	Stock-Financials	0.89%	—	+2.28%
33	YUM	Yum! Brands INC	Stock-Consumer Disc	0.88%	-1.02%	EXIT
34	NEM	Newmont CORP	Stock-Materials	0.87%	+0.33%	-17.76%
35	CSCO	Cisco Systems INC	Stock-Tech	0.87%	+0.59%	-16.11%
36	UHS	Universal Health Services-b	Stock-Healthcare	0.87%	—	—
37	TSLA	Tesla INC	Stock-Consumer Disc	0.84%	—	-24.63%
38	JEPQ	JPM Nasdaq Equity Premium	ETF-Tech	0.84%	—	-20.67%
39	CVX	Chevron CORP	Stock-Energy	0.83%	-0.82%	-22.76%
40	BPOP	Popular INC	Stock-Financials	0.83%	—	-19.32%
41	SONY	Sony Group CORP - Sp Adr	Stock-Tech	0.83%	—	-15.77%
42	BWXT	Bwx Technologies INC	Stock-Industrials	0.80%	—	-18.67%
43	COHR	Coherent CORP	Stock-Tech	0.79%	—	-4.43%
44	LEN	Lennar Corp-a	Stock-Consumer Disc	0.78%	-0.52%	EXIT
45	TT	Trane Technologies plc	Stock-Industrials	0.77%	—	+10.43%
46	ABT	Abbott Laboratories	Stock-Healthcare	0.77%	—	-1.71%
47	XOCT	Ft Vest US Equity Enhance &	ETF-Other	0.76%	—	-8.84%
48	SAUG	Ft Vest US Small Cap Moderat	ETF-Small Cap	0.74%	—	-7.15%
49	ZALT	Innovator US Eq 10 Buffer	ETF-Other	0.73%	—	-6.84%
50	LLY	Eli Lilly & Co	Stock-Healthcare	0.72%	—	+19.86%

1–50 of 122

Holding changes this quarter

Position changes disclosed by Secured Retirement Advisors, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BUFR	Ft Vest Lad Buffervetf-usd I	+0.8%	+0.89%	Add
2	ED	Consolidated Edison INC	+0.8%	+38.16%	Add
3	GLW	Corning INC	+0.6%	-15.20%	Trim
4	MSFT	Microsoft CORP	+0.6%	-0.12%	Trim
5	AVGO	Broadcom INC	+0.6%	+10.83%	Trim
6	GOOGL	Alphabet Inc-cl A	+0.5%	-5.36%	Add
7	NVDA	Nvidia CORP	+0.5%	+0.50%	Trim
8	ORCL	Oracle CORP	+0.5%	-3.33%	Trim
9	XOM	Exxon Mobil CORP	+0.5%	—	Add
10	BRK-B	Berkshire Hathaway Inc-cl B	+0.4%	+9.86%	Add
11	IBM	Intl Business Machines CORP	+0.4%	-0.26%	Add
12	CL	Colgate-palmolive Co	+0.3%	+62.82%	Add
13	BNY	Bank Of New York Mellon CORP	+0.3%	+13.22%	Add
14	BA	Boeing Co/the	+0.3%	-2.45%	Add
15	TEX	Terex CORP	+0.3%	+37.53%	Add
16	COHR	Coherent CORP	+0.2%	-4.43%	Trim
17	C	Citigroup INC	+0.2%	+2.28%	Add
18	BWXT	Bwx Technologies INC	+0.2%	-18.67%	Trim
19	LEN	Lennar Corp-a	+0.2%	+6.86%	Add
20	JPM	Jpmorgan Chase & Co	+0.2%	+5.19%	Add
21	AAPL	Apple INC	+0.2%	+1.59%	Add
22	AMZN	Amazon.com INC	0%	-1.08%	Add
23	STXF	Strive 500 ETF	-0.3%	-8.17%	Trim
24	JPST	Jpmorgan Ultra-short Income	-0.4%	-30.00%	Trim
25	ONL	Orion Properties Inc.	-0.4%	-24.51%	Trim
26	AMGN	Amgen INC	-0.5%	-67.37%	Trim
27	UPS	United Parcel Service-cl B	-0.6%	-69.67%	Trim
28	UNH	Unitedhealth Group INC	-0.7%	-74.78%	Trim
29	HELO	Jpmorgan Hedged Equity ETF	-1.6%	-62.92%	Trim
30	IHDG	Wisdomtree International Hed	—	EXIT	Sold out
31	IEFA	Ishares Core Msci Eafe ETF	—	NEW	New buy
32	MRK	Merck & Co. INC.	—	NEW	New buy
33	UHS	Universal Health Services-b	—	NEW	New buy
34	SPGI	S&p Global INC	—	EXIT	Sold out
35	NFLX	Netflix INC	—	EXIT	Sold out
36	LLY	Eli Lilly & Co	—	NEW	New buy
37	RTX	Rtx CORP	—	NEW	New buy
38	CRM	Salesforce INC	—	EXIT	Sold out
39	SPYG	Ss Spdr P S&p 500 Growth ETF	—	NEW	New buy
40	AON	Aon plc	—	EXIT	Sold out
41	ZBH	Zimmer Biomet Holdings INC	—	NEW	New buy
42	BUFD	Ft Vst Lad Deep Buf Etf-usdi	—	NEW	New buy
43	CMI	Cummins INC	—	EXIT	Sold out
44	KMB	Kimberly-clark CORP	—	EXIT	Sold out
45	TXT	Textron INC	—	NEW	New buy
46	ANET	Arista Networks INC	—	EXIT	Sold out
47	LOW	Lowe's Cos INC	—	EXIT	Sold out
48	CTAS	Cintas CORP	—	NEW	New buy
49	PLTR	Palantir Technologies Inc-a	—	NEW	New buy
50	AMD	Advanced Micro Devices	—	NEW	New buy